BetterThanSPY

Relative Intelligence · Consumer Health

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How Kenvue (KVUE) compares with the whole market and its popular alternatives

The short answer

Returns
+5.9% a year over the past 3 years, against +21.9% for the S&P 500. $10,000 grew to $11,900 over 3 years, against $18,100 in SPY. Details ↓
Risk
More volatile than the S&P 500: volatility 28.3% against 15.2%; worst decline in 10 years −44.1% against −33.7%. Details ↓
Better options
6 of its 20 popular alternatives earned more with less volatility over the past 3 years, including WMT, JNJ and MCK. Details ↓
Track record
KVUE beat the S&P 500 in 0 of 2 full calendar years. Details ↓

Built by QuantCommons' quantitative engine, this page is about relative opportunity, not data on KVUE alone. It places KVUE (Kenvue Inc.) against 20+ popular alternatives, its neighboring categories and the entire market of over 10,000 U.S.-listed stocks and ETFs, and surfaces what has done better on consistent outperformance, return for the risk taken and diversification. The result is a clearer view of where KVUE stands in the market, and of the alternatives worth a closer look.

Period covered: KVUE's full trading record, from May 2023 through October 2026. All returns include reinvested dividends. Data as of November 2, 2026.

Data as of November 2, 2026. Full tables and charts read best on a larger screen.

Rank the market against KVUE →Chart KVUE vs. 20 alternatives →

This page answers the following questions about KVUE

Key findings

Not AI-generated

These key findings are generated by our proprietary relative intelligence engine, directly from the data on this page.

How much would $10,000 in KVUE have grown?

This chart tracks a hypothetical $10,000 investment in KVUE over the past 3 years, with dividends reinvested, alongside the same amount in the S&P 500, investments that ended ahead of KVUE over the same span and KVUE's popular alternatives, among those that traded for the entire period. It shows not only where each investment ended up but also how smooth or uneven the path was.

Note: KVUE began trading on May 4, 2023, so the chart cannot reach back to the dot-com bust, the 2008 financial crisis or eight other sell-offs. It covers the most recent 3 years of KVUE's record, starting at the end of October 2023.

From the end of October 2023 to the end of October 2026. Hover over a fund in the key to pick out its line. 2,850 of the 3,919 stocks and funds worth at least $500 million that traded the whole period ended ahead of KVUE; the chart shows 5, closest alternatives first. The other 3 lines are popular alternatives, shown for context.

$5,000$10,000$15,000$20,000$25,0002023202420252026$5,000$10,000$15,000$20,000$25,0002023202420252026
  • WMT$23,406+134% total · +32.8% a year
  • MCK$22,133+121% total · +30.3% a year
  • JNJ$20,056+101% total · +26.1% a year
  • SPY (S&P 500)$18,737+87.4% total · +23.3% a year
  • TGT$15,555+55.6% total · +15.9% a year
  • CL$13,597+36.0% total · +10.8% a year
  • UL$13,537+35.4% total · +10.6% a year
  • CHD$12,226+22.3% total · +6.9% a year
  • PFE$12,111+21.1% total · +6.6% a year
  • KVUE$11,898+19.0% total · +6.0% a year
Change the dates or add tickers to this chart in EasyCompare

KVUE at a glance

This section summarizes the key facts about the stock, its returns over periods from one to ten years and the risk it has carried, with dividends reinvested throughout. These figures serve as the baseline for every comparison that follows.

Note: KVUE began trading on May 4, 2023, so every figure here, including its worst decline, covers only the time since then. None of them reflect the dot-com bust, the 2008 financial crisis or eight other sell-offs.

The company

Market value
$37B
Industry
Household & Personal Products
Price history from
May 2023

Returns

Past 1 year
+43.9%total return
Past 3 years
+18.8%+5.9% a year
Best calendar year
+3.1%2024
Worst calendar year
−15.8%2025
Losing years
1 of 2full calendar years

Risk

Volatility
28.3%typical yearly swing, 3 years
Sharpe ratio
0.34return per unit of risk, 3 years
Worst decline ever
−44.1%May 2023 to Oct 2025
From its all-time high
−18.8%below the peak

KVUE against the whole market

Where KVUE ranks among every stock and fund, and what across the market has done better.

How does KVUE rank among all stocks?

This section ranks KVUE on return, volatility, risk-adjusted return and worst decline against every stock worth at least $300 million with enough history. Where the comparisons with its popular alternatives show how KVUE stacks up against its peers, these rankings show where it stands in the market as a whole.

Ranked against U.S.-listed stocks worth at least $300M that have enough history for each measure, so the count changes from row to row; smaller stocks are left out. Lower volatility and smaller declines rank higher.

MeasureKVUERankStanding
1-year return+43.9%672 of 3,272top 21%
3-year return+18.8%2,020 of 2,999bottom 34%
Volatility, 3 years28.3%671 of 2,999top 22%
Sharpe ratio, 3 years0.342,098 of 2,999bottom 31%

What has beaten KVUE on both return and risk?

Each dot is an investment, placed by how much it earned a year over the past 3 years (higher is better) and how much its price swung, its volatility (further left is calmer). KVUE sits where the dashed lines cross. Anything in the green box above and to the left earned more than KVUE with smaller swings, a better trade-off over this period on both counts. Past results are no promise, but a name in the box is worth a closer look.

Annual return is the annualized total return with dividends reinvested, and volatility the annualized swing in daily prices, both over 3 years. Labeled dots are the strongest picks from the table below and the names called out above, colored by how close they sit to KVUE; faint dots are 91 more of the 1,233 in the green region (the strongest, one per fund family). 3,919 stocks and funds worth at least $500 million were screened. Hover over a dot for its figures.

−5.0%0.0%5.0%10.0%15.0%20.0%25.0%30.0%35.0%0.0%10.0%20.0%30.0%40.0%50.0%60.0%Volatility over 3 years (annualized)Annual return over 3 yearsMore return, less volatility than KVUEV: +21.4% a year, volatility 20.4%VTV: +21.2% a year, volatility 12.1%KO: +22.3% a year, volatility 16.5%QQQ: +24.0% a year, volatility 20.6%VEA: +20.4% a year, volatility 15.7%PREF: +8.8% a year, volatility 3.4%GILD: +32.1% a year, volatility 26.5%VIG: +18.7% a year, volatility 12.1%FLRT: +7.4% a year, volatility 2.1%DIVB: +27.8% a year, volatility 13.7%SCHD: +19.9% a year, volatility 13.1%VGT: +29.9% a year, volatility 24.9%VXUS: +19.2% a year, volatility 15.3%VYM: +20.0% a year, volatility 12.3%VT: +20.7% a year, volatility 14.4%INCM: +12.6% a year, volatility 7.2%GLD: +25.2% a year, volatility 21.7%RSP: +18.4% a year, volatility 13.8%VWO: +16.0% a year, volatility 16.5%IEMG: +19.8% a year, volatility 19.6%EP-PC: +8.7% a year, volatility 7.5%LIN: +11.5% a year, volatility 17.7%UNP: +15.8% a year, volatility 21.5%PJAN: +13.0% a year, volatility 7.3%FFEB: +16.7% a year, volatility 9.3%CGDV: +23.8% a year, volatility 13.7%DUK: +16.9% a year, volatility 16.7%PYLD: +8.1% a year, volatility 3.7%DYNF: +24.9% a year, volatility 15.7%PGR: +17.2% a year, volatility 23.9%CME: +17.9% a year, volatility 20.3%NDAQ: +31.4% a year, volatility 24.0%XEMD: +9.8% a year, volatility 5.5%AEP: +22.4% a year, volatility 19.0%FNOV: +15.4% a year, volatility 9.2%LMT: +15.0% a year, volatility 24.8%ICE: +18.9% a year, volatility 20.7%MNST: +22.2% a year, volatility 24.4%SO: +14.4% a year, volatility 17.6%RSG: +18.8% a year, volatility 17.8%QUAL: +19.6% a year, volatility 14.3%SCHG: +22.9% a year, volatility 19.4%MSI: +21.4% a year, volatility 22.3%USHY: +7.9% a year, volatility 4.7%RIO: +13.2% a year, volatility 26.2%DIA: +17.2% a year, volatility 13.6%WM: +14.3% a year, volatility 19.2%DFIV: +25.0% a year, volatility 14.4%RY: +39.2% a year, volatility 16.7%ZALT: +10.0% a year, volatility 6.1%FAST: +23.5% a year, volatility 23.9%COR: +21.7% a year, volatility 24.2%JEPQ: +18.3% a year, volatility 15.7%JEPI: +10.9% a year, volatility 9.9%AVLV: +23.5% a year, volatility 14.7%VGK: +18.7% a year, volatility 15.4%XLV: +15.2% a year, volatility 15.0%IUSG: +24.8% a year, volatility 19.4%HYEM: +9.9% a year, volatility 5.6%ITW: +10.4% a year, volatility 20.0%CHT: +14.7% a year, volatility 13.8%USMV: +13.9% a year, volatility 10.2%SPMO: +32.6% a year, volatility 22.3%PSA: +14.8% a year, volatility 23.1%VFLO: +29.8% a year, volatility 16.3%ATO: +19.0% a year, volatility 16.1%EVRG: +24.2% a year, volatility 16.8%LHX: +17.3% a year, volatility 23.5%FTS: +16.8% a year, volatility 15.0%DGX: +26.4% a year, volatility 22.3%SDY: +15.5% a year, volatility 12.2%VBK: +18.0% a year, volatility 21.3%WEC: +15.8% a year, volatility 17.4%NI: +23.9% a year, volatility 18.4%CP: +8.5% a year, volatility 23.1%CGGR: +22.9% a year, volatility 19.6%CNI: +7.6% a year, volatility 20.9%SPHQ: +19.9% a year, volatility 14.7%DFAS: +17.5% a year, volatility 19.2%ED: +13.3% a year, volatility 18.0%XEL: +12.9% a year, volatility 20.6%DFAT: +18.2% a year, volatility 19.5%WCN: +13.2% a year, volatility 20.3%DGRW: +16.9% a year, volatility 12.5%VOT: +15.8% a year, volatility 18.3%GSLC: +20.6% a year, volatility 14.7%AEE: +16.1% a year, volatility 18.3%BALT: +7.7% a year, volatility 3.4%PCAR: +10.7% a year, volatility 26.8%XLU: +15.8% a year, volatility 16.0%CIBR: +29.6% a year, volatility 24.9%KVUE: +5.9% a year, volatility 28.3%SPY (S&P 500): +21.9% a year, volatility 15.2%WMT: +33.7% a year, volatility 23.5%JNJ: +25.2% a year, volatility 18.5%MCK: +31.2% a year, volatility 26.9%UL: +11.0% a year, volatility 20.1%CL: +11.8% a year, volatility 20.0%PG: +5.3% a year, volatility 18.3%COST: +24.9% a year, volatility 20.5%NVS: +23.0% a year, volatility 21.9%GSK: +17.4% a year, volatility 25.4%IHE: +25.4% a year, volatility 17.3%FTXH: +23.3% a year, volatility 17.3%BJ: +17.4% a year, volatility 29.5%AAPL: +24.5% a year, volatility 26.8%VTI: +21.7% a year, volatility 15.3%MSFT: +14.2% a year, volatility 26.2%BRK-A: +16.3% a year, volatility 15.9%LVHI: +23.0% a year, volatility 10.6%BUFR: +14.8% a year, volatility 8.5%PULS: +5.2% a year, volatility 0.5%AMGN: +24.1% a year, volatility 27.1%CM: +52.4% a year, volatility 19.6%BNY: +52.9% a year, volatility 21.1%KVUESPY (S&P 500)WMTJNJMCKULCLPGCOSTGSKIHEBJAAPLVTIMSFTBRK-ALVHIBUFRPULSAMGNCMBNY−10.0%0.0%10.0%20.0%30.0%40.0%0.0%10.0%20.0%30.0%40.0%50.0%60.0%Volatility over 3 years (annualized)Annual return over 3 yearsMore return, less volatility than KVUEV: +21.4% a year, volatility 20.4%VTV: +21.2% a year, volatility 12.1%KO: +22.3% a year, volatility 16.5%QQQ: +24.0% a year, volatility 20.6%VEA: +20.4% a year, volatility 15.7%PREF: +8.8% a year, volatility 3.4%GILD: +32.1% a year, volatility 26.5%VIG: +18.7% a year, volatility 12.1%FLRT: +7.4% a year, volatility 2.1%DIVB: +27.8% a year, volatility 13.7%SCHD: +19.9% a year, volatility 13.1%VGT: +29.9% a year, volatility 24.9%VXUS: +19.2% a year, volatility 15.3%VYM: +20.0% a year, volatility 12.3%VT: +20.7% a year, volatility 14.4%INCM: +12.6% a year, volatility 7.2%GLD: +25.2% a year, volatility 21.7%RSP: +18.4% a year, volatility 13.8%VWO: +16.0% a year, volatility 16.5%IEMG: +19.8% a year, volatility 19.6%EP-PC: +8.7% a year, volatility 7.5%LIN: +11.5% a year, volatility 17.7%UNP: +15.8% a year, volatility 21.5%PJAN: +13.0% a year, volatility 7.3%FFEB: +16.7% a year, volatility 9.3%CGDV: +23.8% a year, volatility 13.7%DUK: +16.9% a year, volatility 16.7%PYLD: +8.1% a year, volatility 3.7%DYNF: +24.9% a year, volatility 15.7%PGR: +17.2% a year, volatility 23.9%CME: +17.9% a year, volatility 20.3%NDAQ: +31.4% a year, volatility 24.0%XEMD: +9.8% a year, volatility 5.5%AEP: +22.4% a year, volatility 19.0%FNOV: +15.4% a year, volatility 9.2%LMT: +15.0% a year, volatility 24.8%ICE: +18.9% a year, volatility 20.7%MNST: +22.2% a year, volatility 24.4%SO: +14.4% a year, volatility 17.6%RSG: +18.8% a year, volatility 17.8%QUAL: +19.6% a year, volatility 14.3%SCHG: +22.9% a year, volatility 19.4%MSI: +21.4% a year, volatility 22.3%USHY: +7.9% a year, volatility 4.7%RIO: +13.2% a year, volatility 26.2%DIA: +17.2% a year, volatility 13.6%WM: +14.3% a year, volatility 19.2%DFIV: +25.0% a year, volatility 14.4%RY: +39.2% a year, volatility 16.7%ZALT: +10.0% a year, volatility 6.1%FAST: +23.5% a year, volatility 23.9%COR: +21.7% a year, volatility 24.2%JEPQ: +18.3% a year, volatility 15.7%JEPI: +10.9% a year, volatility 9.9%AVLV: +23.5% a year, volatility 14.7%VGK: +18.7% a year, volatility 15.4%XLV: +15.2% a year, volatility 15.0%IUSG: +24.8% a year, volatility 19.4%HYEM: +9.9% a year, volatility 5.6%ITW: +10.4% a year, volatility 20.0%CHT: +14.7% a year, volatility 13.8%USMV: +13.9% a year, volatility 10.2%SPMO: +32.6% a year, volatility 22.3%PSA: +14.8% a year, volatility 23.1%VFLO: +29.8% a year, volatility 16.3%ATO: +19.0% a year, volatility 16.1%EVRG: +24.2% a year, volatility 16.8%LHX: +17.3% a year, volatility 23.5%FTS: +16.8% a year, volatility 15.0%DGX: +26.4% a year, volatility 22.3%SDY: +15.5% a year, volatility 12.2%VBK: +18.0% a year, volatility 21.3%WEC: +15.8% a year, volatility 17.4%NI: +23.9% a year, volatility 18.4%CP: +8.5% a year, volatility 23.1%CGGR: +22.9% a year, volatility 19.6%CNI: +7.6% a year, volatility 20.9%SPHQ: +19.9% a year, volatility 14.7%DFAS: +17.5% a year, volatility 19.2%ED: +13.3% a year, volatility 18.0%XEL: +12.9% a year, volatility 20.6%DFAT: +18.2% a year, volatility 19.5%WCN: +13.2% a year, volatility 20.3%DGRW: +16.9% a year, volatility 12.5%VOT: +15.8% a year, volatility 18.3%GSLC: +20.6% a year, volatility 14.7%AEE: +16.1% a year, volatility 18.3%BALT: +7.7% a year, volatility 3.4%PCAR: +10.7% a year, volatility 26.8%XLU: +15.8% a year, volatility 16.0%CIBR: +29.6% a year, volatility 24.9%KVUE: +5.9% a year, volatility 28.3%SPY (S&P 500): +21.9% a year, volatility 15.2%WMT: +33.7% a year, volatility 23.5%JNJ: +25.2% a year, volatility 18.5%MCK: +31.2% a year, volatility 26.9%UL: +11.0% a year, volatility 20.1%CL: +11.8% a year, volatility 20.0%PG: +5.3% a year, volatility 18.3%COST: +24.9% a year, volatility 20.5%NVS: +23.0% a year, volatility 21.9%GSK: +17.4% a year, volatility 25.4%IHE: +25.4% a year, volatility 17.3%FTXH: +23.3% a year, volatility 17.3%BJ: +17.4% a year, volatility 29.5%AAPL: +24.5% a year, volatility 26.8%VTI: +21.7% a year, volatility 15.3%MSFT: +14.2% a year, volatility 26.2%BRK-A: +16.3% a year, volatility 15.9%LVHI: +23.0% a year, volatility 10.6%BUFR: +14.8% a year, volatility 8.5%PULS: +5.2% a year, volatility 0.5%AMGN: +24.1% a year, volatility 27.1%CM: +52.4% a year, volatility 19.6%BNY: +52.9% a year, volatility 21.1%KVUESPY (S&P 500)WMTJNJULCLPGCOSTGSKBJVTIMSFTBRK-ALVHIBUFRPULSCMBNY
  • Popular alternatives
  • Same and neighboring categories, and shared themes
  • The whole market
  • Others in the green region

Is there a better investment than KVUE?

Investments that beat KVUE over the past 3 years on return, volatility, drawdowns, consistency, crash losses or fees, from its popular alternatives out to the whole market.

How this works

The table below lists investments that beat KVUE over the past 3 years on at least one of these measures: a higher annual return with lower volatility, a higher annual return at similar volatility, a similar return with lower volatility, a higher Sharpe ratio with a smaller worst decline, a higher total return in most periods from 3 months to 10 years, or smaller losses in recent market crashes. It checks KVUE's popular alternatives first, then the rest of its own and neighboring categories, then every stock and fund worth at least $500 million, and shows the strongest few in each group. The full list of those with a higher return and lower volatility than KVUE follows the table.

Annual return is the annualized total return with dividends reinvested. Annual return, volatility and the Sharpe ratio cover 3 years; the worst decline covers the past 10 years. Green marks a better figure than KVUE's. "On the frontier" means no other option shown or tested earned more with less volatility. Funds that hold the same thing are shown once. Beyond the popular alternatives, nothing with more than 1.5× KVUE's volatility counts as better.

These figures cover the past 3 years. Green marks a better figure than KVUE's.

Screen the whole market against KVUE for any period in BetterThanSPYOpen these 21 in EasyCompare
InvestmentWhy it is betterPast 3 yearsDownsideLong runFit
Annual return?higher is betterVolatility?lower is calmerSharpe?return per unit of riskWorst decline?past 10 years3Y returntotalCorr. with KVUE?lower diversifies moreExpenseper year
KVUEKenvue Inc. · this page
+5.9%28.3%0.34−44.1%+18.8%1.00—
SPYState Street SPDR S&P 500 ETF · S&P 500
+21.9%15.2%1.39−33.7%+81.0%0.080.09%
Popular alternativesbest 6 shownThe investments people most often weigh against KVUE. 7 of 20 passed at least one test.
WMTWalmart Inc. · Discount Retail
Higher return, lower volatilityHigher Sharpe, smaller worst decline+33.7%23.5%1.36−25.7%+139%0.30—
JNJJohnson & Johnson · Pharmaceuticals
Higher return, lower volatilityHigher Sharpe, smaller worst decline+25.2%18.5%1.31−27.4%+96.1%0.46—
MCKMcKesson Corporation · Health Care Distribution
Higher return, lower volatilityHigher Sharpe, smaller worst decline+31.2%26.9%1.15−38.1%+126%0.14—
ULUnilever PLC · Household & Personal Products
Higher return, lower volatilityHigher Sharpe, smaller worst decline+11.0%20.1%0.62−30.1%+36.9%0.43—
CLColgate-Palmolive Company · Household & Personal Products
Higher return, lower volatilityHigher Sharpe, smaller worst decline+11.8%20.0%0.66−29.0%+39.6%0.51—
PGThe Procter & Gamble Company · Household & Personal Products
Similar return, lower volatility+5.3%18.3%0.38−23.8%+16.9%0.46—
Same and neighboring categories, and shared themesbest 6 shownEverything else in Consumer Health and the categories next to it (Household & Personal Products, Nutritional Supplements, Pharmaceuticals, Discount Retail), plus KVUE's specific themes. 16 of 56 passed at least one test.
COSTCostco Wholesale Corporation · Discount Retail
Higher return, lower volatilityHigher Sharpe, smaller worst decline+24.9%20.5%1.19−31.4%+94.7%0.37—
NVSNovartis AG · Pharmaceuticals
Higher return, lower volatilityHigher Sharpe, smaller worst decline+23.0%21.9%1.06−26.8%+86.1%0.41—
GSKGSK plc · Pharmaceuticals
Higher return, lower volatilityHigher Sharpe, smaller worst decline+17.4%25.4%0.76−37.6%+61.7%0.27—
IHEiShares U.S. Pharmaceuticals ETF · Pharmaceuticals
Higher return, lower volatilityHigher Sharpe, smaller worst decline+25.4%17.3%1.41−29.6%+97.4%0.490.37%
FTXHFirst Trust Nasdaq Pharmaceuticals ETF · Pharmaceuticals
Higher return, lower volatilityHigher Sharpe, smaller worst decline+23.3%17.3%1.30−32.1%+87.2%0.410.60%
BJBJ's Wholesale Club Holdings, Inc. · Discount Retail
Higher return, similar volatilityHigher Sharpe, smaller worst decline+17.4%29.5%0.69−38.8%+61.8%0.21—
The whole marketbest 8 shownEvery other stock and fund worth at least $500 million. 1,748 of 3,852 passed at least one test.
AAPLApple Inc. · Computer Hardware
Higher return, lower volatilityHigher Sharpe, smaller worst decline+24.5%26.8%0.96−38.5%+93.1%-0.09—
VTIVanguard Morningstar Total Stock Market ETF · US Total Market
Higher return, lower volatilityHigher Sharpe, smaller worst decline+21.7%15.3%1.37−35.0%+80.5%0.110.03%
MSFTMicrosoft Corporation · Software
Higher return, lower volatilityHigher Sharpe, smaller worst decline+14.2%26.2%0.64−37.1%+49.0%-0.11—
BRK-ABerkshire Hathaway Inc. · Insurance
Higher return, lower volatilityHigher Sharpe, smaller worst decline+16.3%15.9%1.04−30.4%+57.3%0.62—
LVHIFranklin International Low Volatility High Dividend Index ETF · International Dividend Equity
On the frontierHigher return, lower volatilityHigher Sharpe, smaller worst decline+23.0%10.6%2.02−32.4%+86.0%0.520.40%
BUFRFT Vest Laddered Buffer ETF · Buffered Equity
On the frontierHigher return, lower volatilityHigher Sharpe, smaller worst decline+14.8%8.5%1.67−13.7%+51.3%0.120.10%
PULSPGIM Ultra Short Bond ETF · Ultrashort Bonds
On the frontierSimilar return, lower volatilityHigher Sharpe, smaller worst decline+5.2%0.5%10.25−5.9%+16.6%0.250.15%
AMGNAmgen Inc. · Biotechnology
Higher return, similar volatilityHigher Sharpe, smaller worst decline+24.1%27.1%0.94−24.9%+91.0%0.52—
What these numbers mean for KVUE
Annual return
KVUE returned 5.9% a year over the past 3 years with dividends reinvested, against 21.9% a year for the S&P 500. At that pace, $10,000 became about $11,900. Annual return is the steady yearly rate that would produce the same total result, so investments held over the same span compare fairly. Guide: What is performance and return? →
Volatility
KVUE's volatility over the past 3 years was 28.3%, 1.9 times the S&P 500's 15.2%. Volatility measures how widely returns swing around their average: in roughly two years out of three, KVUE's return lands within 28.3% of its average, either way. The higher it is, the rougher the ride and the harder it is to hold through a slump. Guide: Understanding and measuring risk (volatility) →
Sharpe ratio
KVUE's Sharpe ratio over the past 3 years was 0.34, against 1.39 for the S&P 500, so KVUE earned less for each unit of risk than an index fund did. The Sharpe ratio is the return earned above cash for each unit of volatility: two investments with the same return are not equal if one got there with far bigger swings. Guide: Balancing reward with risk (Sharpe ratio) →
Worst decline
KVUE's worst fall from a peak to a low over the past 10 years was 44.1%, against 33.7% for the S&P 500. Losses and gains are not symmetric: climbing back from a 44.1% fall takes a 78.9% gain. Guide: Market crash risk and tail risk →
Correlation
Over the past 3 years, KVUE's monthly returns had a correlation of 0.08 with the S&P 500. Correlation runs from 1 (moving in lockstep) through 0 (unrelated) to −1 (moving in opposite directions). They are close to unrelated, or move in opposite directions, so it can steady a stock portfolio. In the table, the correlation column measures each option against KVUE instead: the lower it is, the more that option would diversify a KVUE holding. Guide: Correlation and diversification →
Show all 1,233 stocks and funds worth at least $500 million that earned more than KVUE with less volatility

Out of 3,919 tested over 3 years. The strongest 100 are listed, best first, with funds that hold the same thing listed once.

#InvestmentFound inAnnual returnVolatilitySharpeWorst decline3Y returnCorr. with KVUEExpense
1
AAPLApple Inc. · Computer Hardware
Whole market+24.5%26.8%0.96−38.5%+93.1%-0.09—
2
VTIVanguard Morningstar Total Stock Market ETF · US Total Market
Whole market+21.7%15.3%1.37−35.0%+80.5%0.110.03%
3
MSFTMicrosoft Corporation · Software
Whole market+14.2%26.2%0.64−37.1%+49.0%-0.11—
4
BRK-ABerkshire Hathaway Inc. · Insurance
Whole market+16.3%15.9%1.04−30.4%+57.3%0.62—
5
LVHIFranklin International Low Volatility High Dividend Index ETF · International Dividend Equity
Whole market+23.0%10.6%2.02−32.4%+86.0%0.520.40%
6
BUFRFT Vest Laddered Buffer ETF · Buffered Equity
Whole market+14.8%8.5%1.67−13.7%+51.3%0.120.10%
7
VVisa Inc. · Payment Processing
Whole market+21.4%20.4%1.06−36.4%+79.0%0.37—
8
VTVVanguard Morningstar Value ETF · US Large-Cap Value
Whole market+21.2%12.1%1.66−36.8%+77.9%0.470.03%
9
KOThe Coca-Cola Company · Nonalcoholic Beverages
Whole market+22.3%16.5%1.31−37.0%+83.0%0.57—
10
QQQInvesco QQQ Trust, Series 1 · US Large-Cap Growth
Whole market+24.0%20.6%1.16−35.1%+90.6%-0.120.18%
11
VEAVanguard FTSE Developed Markets ETF · Developed International Equity
Whole market+20.4%15.7%1.27−35.8%+74.5%0.300.03%
12
PREFPrincipal Spectrum Preferred Securities Active ETF · Preferred Securities
Whole market+8.8%3.4%2.56−23.0%+28.9%0.300.55%
13
GILDGilead Sciences, Inc. · Biotechnology
Whole market+32.1%26.5%1.19−30.5%+130%0.32—
14
VIGVanguard Dividend Appreciation ETF · Dividend Growth
Whole market+18.7%12.1%1.48−31.7%+67.1%0.390.04%
15
FLRTPacer Aristotle Pacific Floating Rate High Income ETF · Bank Loans
Whole market+7.4%2.1%3.46−20.9%+23.9%0.000.60%
16
DIVBiShares Core Dividend ETF · High Dividend Yield
Whole market+27.8%13.7%1.88−36.9%+109%0.400.05%
17
SCHDSchwab U.S. Dividend Equity ETF · US Dividend Equity
Whole market+19.9%13.1%1.46−33.4%+72.4%0.500.06%
18
VGTVanguard Information Technology ETF · Technology Equity
Whole market+29.9%24.9%1.18−35.1%+119%-0.180.09%
19
VXUSVanguard Total International Stock ETF · International Equity
Whole market+19.2%15.3%1.23−36.0%+69.3%0.230.05%
20
VYMVanguard High Dividend Yield ETF · High Dividend Yield
Whole market+20.0%12.3%1.55−35.2%+72.7%0.450.04%
21
VTVanguard Total World Stock ETF · Global Equity
Whole market+20.7%14.4%1.39−34.2%+76.0%0.160.06%
22
INCMFranklin Income Focus ETF · Multi-Asset Income
Whole market+12.6%7.2%1.69−7.8%+42.7%0.460.38%
23
GLDSPDR Gold Shares · Gold
Whole market+25.2%21.7%1.15−28.3%+96.4%0.010.40%
24
RSPInvesco S&P 500 Equal Weight ETF · US Large-Cap Equity
Whole market+18.4%13.8%1.30−39.0%+65.8%0.470.20%
25
VWOVanguard FTSE Emerging Markets ETF · Emerging Markets Equity
Whole market+16.0%16.5%0.99−36.4%+56.2%-0.050.06%
26
IEMGiShares Core MSCI Emerging Markets ETF · Emerging Markets Equity
Whole market+19.8%19.6%1.03−38.7%+72.0%-0.050.09%
27
EP-PCEl Paso Energy Capital Trust I PFD CV TR SECS · Preferred Stocks
Whole market+8.7%7.5%1.17−25.4%+28.6%0.28—
28
LINLinde plc · Chemicals
Whole market+11.5%17.7%0.71−32.6%+38.6%0.43—
29
UNPUnion Pacific Corporation · Railroads
Whole market+15.8%21.5%0.79−38.7%+55.1%0.37—
30
PJANInnovator U.S. Equity Power Buffer ETF · Moderate Buffer
Whole market+13.0%7.3%1.73−21.3%+44.4%0.110.79%
31
FFEBFT Vest U.S. Equity Buffer ETF - February · US Equity Buffer
Whole market+16.7%9.3%1.72−22.8%+58.9%0.170.85%
32
CGDVCapital Group Dividend Value ETF · US Dividend Equity
Whole market+23.8%13.7%1.64−21.8%+90.0%0.300.33%
33
DUKDuke Energy Corporation · Electric Utilities
Whole market+16.9%16.7%1.02−37.4%+59.9%0.51—
34
PYLDPIMCO Multisector Bond Active Exchange-Traded Fund · Multisector Bonds
Whole market+8.1%3.7%2.12−4.5%+26.2%0.420.66%
35
DYNFiShares U.S. Equity Factor Rotation Active ETF · US Multifactor Equity
Whole market+24.9%15.7%1.51−34.7%+95.0%0.080.26%
36
PGRThe Progressive Corporation · Property & Casualty Insurance
Whole market+17.2%23.9%0.79−30.3%+61.1%0.65—
37
CMECME Group Inc. · Capital Markets
Whole market+17.9%20.3%0.92−37.4%+63.7%0.28—
38
NDAQNasdaq, Inc. · Capital Markets
Whole market+31.4%24.0%1.27−38.3%+127%0.34—
39
XEMDBondBloxx JP Morgan USD Emerging Markets 1-10 Year Bond ETF · Emerging Market Bonds
Whole market+9.8%5.5%1.75−10.0%+32.5%0.360.29%
40
AEPAmerican Electric Power Company, Inc. · Electric Utilities
Whole market+22.4%19.0%1.16−32.9%+83.3%0.37—
41
FNOVFT Vest U.S. Equity Buffer ETF - November · S&P 500 Buffer
Whole market+15.4%9.2%1.61−24.4%+53.7%0.140.85%
42
LMTLockheed Martin Corporation · Aerospace & Defense
Whole market+15.0%24.8%0.69−36.7%+52.1%0.07—
43
ICEIntercontinental Exchange, Inc. · Capital Markets
Whole market+18.9%20.7%0.95−34.3%+68.3%0.32—
44
MNSTMonster Beverage Corporation · Nonalcoholic Beverages
Whole market+22.2%24.4%0.95−30.4%+82.4%0.37—
45
SOThe Southern Company · Electric Utilities
Whole market+14.4%17.6%0.86−38.4%+49.6%0.42—
46
RSGRepublic Services, Inc. · Waste Management
Whole market+18.8%17.8%1.07−34.0%+67.7%0.54—
47
QUALiShares MSCI USA Quality Factor ETF · US Quality Equity
Whole market+19.6%14.3%1.33−34.1%+70.9%0.220.15%
48
SCHGSchwab U.S. Large-Cap Growth ETF · US Large-Cap Growth
Whole market+22.9%19.4%1.17−34.5%+85.8%-0.130.04%
49
MSIMotorola Solutions, Inc. · Communications Equipment
Whole market+21.4%22.3%0.99−32.8%+79.0%0.40—
50
USHYiShares Broad USD High Yield Corporate Bond ETF · High Yield Bonds
Whole market+7.9%4.7%1.65−22.4%+25.8%0.360.08%
51
RIORio Tinto Group · Metals & Mining
Whole market+13.2%26.2%0.61−37.5%+45.1%0.04—
52
DIAState Street SPDR Dow Jones Industrial Average ETF Trust · US Large-Cap Equity
Whole market+17.2%13.6%1.24−36.7%+61.0%0.270.16%
53
WMWaste Management, Inc. · Waste Management
Whole market+14.3%19.2%0.80−30.1%+49.1%0.59—
54
DFIVDimensional - International Value ETF · International Large-Cap Value
Whole market+25.0%14.4%1.63−25.4%+95.3%0.410.27%
55
RYRoyal Bank of Canada · Banks
Whole market+39.2%16.7%2.08−40.0%+170%0.38—
56
ZALTInnovator U.S. Equity 10 Buffer ETF - Quarterly · Buffered Equity
Whole market+10.0%6.1%1.61−8.2%+33.2%0.160.69%
57
FASTFastenal Company · Industrial Distribution
Whole market+23.5%23.9%1.01−30.7%+88.5%0.35—
58
CORCencora, Inc. · Health Care Distribution
Whole market+21.7%24.2%0.94−32.4%+80.2%0.22—
59
JEPQJPMorgan Nasdaq Equity Premium Income ETF · Nasdaq Options Income
Whole market+18.3%15.7%1.15−20.1%+65.4%-0.080.35%
60
JEPIJPMorgan Equity Premium Income ETF · Covered Call Income
Whole market+10.9%9.9%1.10−13.7%+36.3%0.520.35%
61
AVLVAvantis U.S. Large Cap Value ETF · US Large-Cap Value
Whole market+23.5%14.7%1.52−19.5%+88.4%0.350.15%
62
VGKVanguard FTSE Europe ETF · European Equity
Whole market+18.7%15.4%1.20−37.2%+67.3%0.380.06%
63
XLVState Street Health Care Select Sector SPDR ETF · Health Care Equity
Whole market+15.2%15.0%1.03−28.4%+53.1%0.460.08%
64
IUSGiShares Core S&P U.S. Growth ETF · US Growth Equity
Whole market+24.8%19.4%1.25−32.4%+94.5%-0.110.04%
65
HYEMVanEck Emerging Markets High Yield Bond ETF · Emerging Market Bonds
Whole market+9.9%5.6%1.72−31.0%+32.9%0.350.40%
66
ITWIllinois Tool Works Inc. · Industrial Machinery
Whole market+10.4%20.0%0.60−37.9%+34.5%0.61—
67
CHTChunghwa Telecom Co., Ltd. · Integrated Telecommunications
Whole market+14.7%13.8%1.07−23.8%+51.0%0.29—
68
USMViShares MSCI USA Min Vol Factor ETF · US Low-Volatility Equity
Whole market+13.9%10.2%1.33−33.1%+47.8%0.580.15%
69
SPMOInvesco S&P 500 Momentum ETF · US Momentum Equity
Whole market+32.6%22.3%1.38−30.9%+133%0.020.13%
70
PSAPublic Storage · Self-Storage REITs
Whole market+14.8%23.1%0.72−37.9%+51.5%0.57—
71
VFLOVictoryShares Free Cash Flow ETF · US Large-Cap Value
Whole market+29.8%16.3%1.69−17.8%+119%0.290.42%
72
ATOAtmos Energy Corporation · Gas Utilities
Whole market+19.0%16.1%1.17−32.9%+68.6%0.45—
73
EVRGEvergy, Inc. · Electric Utilities
Whole market+24.2%16.8%1.39−38.8%+91.7%0.43—
74
LHXL3Harris Technologies, Inc. · Aerospace & Defense
Whole market+17.3%23.5%0.80−38.2%+61.4%0.15—
75
FTSFortis Inc. · Electric Utilities
Whole market+16.8%15.0%1.12−34.3%+59.4%0.60—
76
DGXQuest Diagnostics Incorporated · Medical Diagnostics
Whole market+26.4%22.3%1.17−36.6%+102%0.49—
77
SDYState Street SPDR S&P Dividend ETF · US Dividend Equity
Whole market+15.5%12.2%1.25−36.7%+54.0%0.610.35%
78
VBKVanguard Morningstar Small-Cap Growth ETF · US Small-Cap Growth
Whole market+18.0%21.3%0.89−38.7%+64.3%0.170.05%
79
WECWEC Energy Group, Inc. · Electric Utilities
Whole market+15.8%17.4%0.94−32.3%+55.2%0.47—
80
NINiSource Inc · Gas Utilities
Whole market+23.9%18.4%1.27−30.9%+90.4%0.49—
81
CPCanadian Pacific Kansas City Ltd. · Railroads
Whole market+8.5%23.1%0.47−33.7%+27.6%0.33—
82
CGGRCapital Group Growth ETF · US Large-Cap Growth
Whole market+22.9%19.6%1.16−28.9%+85.5%-0.020.39%
83
CNICanadian National Railway Company · Railroads
Whole market+7.6%20.9%0.46−29.1%+24.6%0.39—
84
CMCanadian Imperial Bank of Commerce · Banks
Whole market+52.4%19.6%2.26−47.3%+254%0.40—
85
SPHQInvesco S&P 500 Quality ETF · US Quality Equity
Whole market+19.9%14.7%1.32−31.6%+72.6%0.310.20%
86
DFASDimensional - US Small Cap ETF · Systematic Core Equity
Whole market+17.5%19.2%0.94−26.1%+62.3%0.330.30%
87
EDConsolidated Edison, Inc. · Electric Utilities
Whole market+13.3%18.0%0.79−30.9%+45.5%0.50—
88
XELXcel Energy Inc. · Electric Utilities
Whole market+12.9%20.6%0.69−34.4%+43.7%0.36—
89
COSTCostco Wholesale Corporation · Discount Retail
Same or nearby category+24.9%20.5%1.19−31.4%+94.7%0.37—
90
DFATDimensional - US Targeted Value ETF · US Small-Cap Value
Whole market+18.2%19.5%0.96−26.1%+65.3%0.370.31%
91
WCNWaste Connections, Inc. · Waste Management
Whole market+13.2%20.3%0.71−31.6%+44.9%0.57—
92
DGRWWisdomTree U.S. Quality Dividend Growth Fund · US Dividend Equity
Whole market+16.9%12.5%1.32−32.0%+59.8%0.300.28%
93
VOTVanguard Morningstar Mid-Cap Growth ETF · Mid-Cap Growth
Whole market+15.8%18.3%0.90−37.2%+55.5%0.180.05%
94
GSLCGoldman Sachs ActiveBeta U.S. Large Cap Equity ETF · Multifactor Equity
Whole market+20.6%14.7%1.36−33.7%+75.4%0.130.09%
95
AEEAmeren Corporation · Electric Utilities
Whole market+16.1%18.3%0.91−29.1%+56.3%0.44—
96
BALTInnovator Defined Wealth Shield ETF · US Equity Buffer
Whole market+7.7%3.4%2.19−4.9%+24.8%0.170.69%
97
PCARPACCAR Inc · Commercial Vehicles
Whole market+10.7%26.8%0.51−37.9%+35.5%0.38—
98
XLUState Street Utilities Select Sector SPDR ETF · Utilities Equity
Whole market+15.8%16.0%1.00−36.0%+55.3%0.460.08%
99
BNYBank of New York Mellon Corp · Banks
Whole market+52.9%21.1%2.13−50.5%+257%0.32—
100
CIBRFirst Trust Nasdaq Cybersecurity ETF · Cybersecurity
Whole market+29.6%24.9%1.17−33.9%+118%-0.120.58%

KVUE against its popular alternatives

The investments people most often weigh against KVUE, compared period by period and year by year.

How do KVUE's risk and return compare with its alternatives?

This map plots each investment's annual return over the past 3 years against its volatility, the size of its typical price swings. Investments toward the upper left earned more for a smoother ride, and those toward the lower right earned less for a rougher one. The dashed lines cross at KVUE, which divides the map into what did better or worse on each measure.

Green points earned more than KVUE with less volatility; red points earned less with more. Hover over a point for its figures. Total returns with dividends reinvested, annualized.

10.0%20.0%30.0%40.0%50.0%60.0%70.0%−40.0%−30.0%−20.0%−10.0%0.0%10.0%20.0%30.0%40.0%Volatility over 3 years (annualized)Annual return over 3 yearsHigher return, lower volatilityLower return, higher volatilityKVUE: 5.9% a year, volatility 28.3%SPY (S&P 500): 21.9% a year, volatility 15.2%MCK: 31.2% a year, volatility 26.9%JNJ: 25.2% a year, volatility 18.5%CL: 11.8% a year, volatility 20.0%CHD: 7.6% a year, volatility 20.7%PFE: 6.8% a year, volatility 24.1%UL: 11.0% a year, volatility 20.1%WMT: 33.7% a year, volatility 23.5%HELE: −33.1% a year, volatility 58.3%NWL: 0.5% a year, volatility 63.4%EPC: −5.3% a year, volatility 36.0%ELF: 4.1% a year, volatility 64.6%EL: −1.1% a year, volatility 47.0%ENR: −5.1% a year, volatility 39.2%COTY: −28.8% a year, volatility 45.1%IPAR: 0.6% a year, volatility 31.7%USNA: −31.1% a year, volatility 45.4%TGT: 16.8% a year, volatility 35.4%PG: 5.3% a year, volatility 18.3%KMB: 0.4% a year, volatility 22.5%CLX: −6.3% a year, volatility 25.4%KVUESPY (S&P 500)MCKJNJCLCHDPFEULWMTHELENWLEPCELFELENRCOTYIPARUSNATGTPGKMBCLX10.0%20.0%30.0%40.0%50.0%60.0%70.0%−40.0%−20.0%0.0%20.0%40.0%Volatility over 3 years (annualized)Annual return over 3 yearsHigher return, lower volatilityLower return, higher volatilityKVUE: 5.9% a year, volatility 28.3%SPY (S&P 500): 21.9% a year, volatility 15.2%MCK: 31.2% a year, volatility 26.9%JNJ: 25.2% a year, volatility 18.5%CL: 11.8% a year, volatility 20.0%CHD: 7.6% a year, volatility 20.7%PFE: 6.8% a year, volatility 24.1%UL: 11.0% a year, volatility 20.1%WMT: 33.7% a year, volatility 23.5%HELE: −33.1% a year, volatility 58.3%NWL: 0.5% a year, volatility 63.4%EPC: −5.3% a year, volatility 36.0%ELF: 4.1% a year, volatility 64.6%EL: −1.1% a year, volatility 47.0%ENR: −5.1% a year, volatility 39.2%COTY: −28.8% a year, volatility 45.1%IPAR: 0.6% a year, volatility 31.7%USNA: −31.1% a year, volatility 45.4%TGT: 16.8% a year, volatility 35.4%PG: 5.3% a year, volatility 18.3%KMB: 0.4% a year, volatility 22.5%CLX: −6.3% a year, volatility 25.4%KVUESPY (S&P 500)MCKCLCHDULWMTHELENWLEPCELFELCOTYIPARUSNATGTPGKMBCLX
All figures
InvestmentAnnual returnVolatility
WMT Walmart Inc.+33.7%23.5%
MCK McKesson Corporation+31.2%26.9%
JNJ Johnson & Johnson+25.2%18.5%
SPY S&P 500State Street SPDR S&P 500 ETF+21.9%15.2%
TGT Target Corporation+16.8%35.4%
CL Colgate-Palmolive Company+11.8%20.0%
UL Unilever PLC+11.0%20.1%
CHD Church & Dwight Co., Inc.+7.6%20.7%
PFE Pfizer Inc.+6.8%24.1%
KVUE This pageKenvue Inc.+5.9%28.3%
PG The Procter & Gamble Company+5.3%18.3%
ELF e.l.f. Beauty, Inc.+4.1%64.6%
IPAR Inter Parfums, Inc.+0.6%31.7%
NWL Newell Brands Inc.+0.5%63.4%
KMB Kimberly-Clark Corporation+0.4%22.5%
EL The Estée Lauder Companies Inc.−1.1%47.0%
ENR Energizer Holdings, Inc.−5.1%39.2%
EPC Edgewell Personal Care Company−5.3%36.0%
CLX The Clorox Company−6.3%25.4%
COTY Coty Inc.−28.8%45.1%
USNA USANA Health Sciences, Inc.−31.1%45.4%
HELE Helen of Troy Limited−33.1%58.3%
Open these 22 in EasyCompare

Has KVUE consistently beaten its popular alternatives?

This section compares KVUE with the investments people most often weigh against it, checking each one over six periods from one month to three years. Counting how often an alternative earned more than KVUE helps separate lasting outperformance from a single strong stretch.

A green cell means the alternative earned more than KVUE over that period. "Qualified" marks those that did so in at least 3 of 5 short-term periods and 1 of 1 long-term periods.

InvestmentPeriods outperformed Short termLong termRisk · 3 yearsFund
1M3M6MYTD1Y3YVolatilitylower is calmerSharpehigher is betterWorst declinepast 10 yearsExpenseAssetsOverlapsame sectors
KVUE Kenvue Inc. (this page)—+9.3%+2.3%+14.1%+16.7%+43.9%+18.8%28.3%0.34−44.1%—$37B—
MCK QualifiedMcKesson Corporation4/5 short1/1 longAll-weather+10.7%+20.8%+23.9%+21.6%+22.2%+126%26.9%1.15−38.1%—$116B—
JNJ QualifiedJohnson & Johnson4/5 short1/1 longAll-weather+5.7%+6.9%+22.0%+32.6%+48.5%+96.1%18.5%1.31−27.4%—$651B—
TGT QualifiedTarget Corporation4/5 short1/1 longAll-weather+1.5%+6.9%+26.1%+61.9%+80.2%+59.2%35.4%0.62−64.4%—$72B—
CL QualifiedColgate-Palmolive Company4/5 short1/1 longAll-weather+16.3%+9.0%+15.4%+28.4%+33.1%+39.6%20.0%0.66−29.0%—$78B—
CHD QualifiedChurch & Dwight Co., Inc.4/5 short1/1 longAll-weather+17.1%+10.8%+19.7%+34.9%+29.7%+24.5%20.7%0.46−31.7%—$26B—
PFE QualifiedPfizer Inc.4/5 short1/1 longAll-weather+10.3%+22.5%+20.6%+28.1%+33.1%+21.9%24.1%0.40−58.9%—$175B—
UL QualifiedUnilever PLC3/5 short1/1 long+11.3%+5.0%+15.2%+4.8%+0.6%+36.9%20.1%0.62−30.1%—$143B—
WMT Discount StoresWalmart Inc.2/5 short1/1 long+22.5%+15.6%−1.6%+14.0%+26.8%+139%23.5%1.36−25.7%—$1.0T—
HELE Household & Personal ProductsHelen of Troy Limited5/5 short0/1 long+13.1%+4.2%+29.1%+46.7%+57.7%−70.0%58.3%-0.39−94.7%—$707M—
PG Household & Personal ProductsThe Procter & Gamble Company4/5 short0/1 long+13.6%+13.6%+15.7%+18.7%+13.7%+16.9%18.3%0.38−23.8%—$379B—
NWL Household & Personal ProductsNewell Brands Inc.4/5 short0/1 long+10.4%−5.2%+33.3%+67.9%+97.4%+1.5%63.4%0.32−91.8%—$2.5B—
EPC Household & Personal ProductsEdgewell Personal Care Company4/5 short0/1 long+5.6%+3.8%+33.7%+72.2%+52.5%−15.2%36.0%0.03−78.6%—$1.3B—
ELF Household & Personal Productse.l.f. Beauty, Inc.3/5 short0/1 long+5.7%+33.9%+78.9%+42.2%−8.5%+12.9%64.6%0.40−77.3%—$6.5B—
EL Household & Personal ProductsThe Estée Lauder Companies Inc.3/5 short0/1 long+13.9%+24.1%+29.8%−0.8%+14.0%−3.2%47.0%0.22−85.8%—$38B—
ENR Electrical Equipment & PartsEnergizer Holdings, Inc.3/5 short0/1 long+9.4%+16.0%+29.1%+26.9%+10.7%−14.6%39.2%0.06−67.5%—$1.7B—
COTY Household & Personal ProductsCoty Inc.3/5 short0/1 long+30.8%+24.7%+43.8%+11.9%−10.8%−63.9%45.1%-0.53−90.6%—$3.1B—
IPAR Household & Personal ProductsInter Parfums, Inc.2/5 short0/1 long+5.2%−3.4%+35.6%+43.7%+36.8%+1.7%31.7%0.18−54.9%—$3.8B—
KMB Household & Personal ProductsKimberly-Clark Corporation2/5 short0/1 long+14.7%+1.9%+16.1%+10.9%+11.3%+1.2%22.5%0.13−34.1%—$36B—
CLX Household & Personal ProductsThe Clorox Company1/5 short0/1 long+13.4%−6.1%+6.7%−6.3%−13.4%−17.7%25.4%-0.13−58.8%—$11B—
USNA Packaged FoodsUSANA Health Sciences, Inc.0/5 short0/1 long−0.7%−35.6%−20.7%−24.3%−30.7%−67.3%45.4%-0.58−90.6%—$272M—
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How did KVUE do year by year?

This table shows each investment's total return in every full calendar year since 2024, along with where KVUE ranked among its popular alternatives each year. Annual results reveal how consistently each one kept pace with KVUE and how far its good and bad years diverged, detail that multiyear averages tend to smooth over.

Note: KVUE began trading on May 4, 2023, so the table starts with 2024, its first full calendar year, and cannot show how it fared during the dot-com bust, the 2008 financial crisis or eight other sell-offs.

Newest year first. Green marks a year in which the fund came out ahead of KVUE; gray means the two finished within a fraction of a point. The rank row places KVUE among the alternatives that traded the full year; dark green is the top quarter and red the bottom quarter.

InvestmentYears ahead of KVUE20252024
KVUE This pageKenvue Inc.—−15.8%+3.1%
Rank among alternativesTop quarter in 0 of 29 of 2111 of 21
SPY S&P 500State Street SPDR S&P 500 ETF2 of 2+17.7%+24.9%
MCK McKesson Corporation2 of 2+44.5%+23.7%
JNJ Johnson & Johnson1 of 2+47.5%−4.8%
TGT Target Corporation0 of 2−24.5%−2.3%
CL Colgate-Palmolive Company2 of 2−11.0%+16.6%
CHD Church & Dwight Co., Inc.1 of 2−18.9%+12.0%
PFE Pfizer Inc.1 of 2+0.6%−2.2%
UL Unilever PLC2 of 2+5.8%+20.9%
WMT Walmart Inc.2 of 2+24.5%+74.0%
HELE Helen of Troy Limited0 of 2−64.5%−50.5%
PG The Procter & Gamble Company2 of 2−12.3%+17.3%
NWL Newell Brands Inc.1 of 2−60.5%+18.9%
EPC Edgewell Personal Care Company0 of 2−47.9%−6.8%
ELF e.l.f. Beauty, Inc.0 of 2−39.4%−13.0%
EL The Estée Lauder Companies Inc.1 of 2+42.1%−47.6%
ENR Energizer Holdings, Inc.1 of 2−40.1%+14.4%
COTY Coty Inc.0 of 2−55.8%−44.0%
IPAR Inter Parfums, Inc.0 of 2−33.6%−6.5%
KMB Kimberly-Clark Corporation1 of 2−19.9%+11.8%
CLX The Clorox Company1 of 2−35.6%+17.7%
USNA USANA Health Sciences, Inc.0 of 2−45.3%−33.0%
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Risk and diversification

How KVUE has fallen, how it held up in crashes beside the S&P 500 and its popular alternatives, and what moves independently of it.

What were KVUE's worst declines?

A drawdown is the decline from a peak to the lowest point before a new high. This section presents KVUE's deepest drawdown since it began trading in 2023, alongside the S&P 500's return over the same dates, and how long each took to recover. Together, these figures show how much an investor could have lost and how long it took to get back to even.

Note: KVUE began trading on May 4, 2023, so this list cannot include the dot-com bust, the 2008 financial crisis or eight other sell-offs.

Green means KVUE fell less than the S&P 500 over the same dates. Based on daily closing prices with dividends reinvested.

DuringKVUE fellS&P 500, same datesPeakLowTime to the lowBack at the peakTime to recover
No named crash−44.1%+65.3%May 2023Oct 20252.4 yearsNot yet—

How closely does KVUE move with the S&P 500?

Upside capture measures how much of the S&P 500's gains an investment kept in the months the market rose, and downside capture how much of its losses it took in the months the market fell. An investment that captures more of the gains than the losses has compounded ahead of the market over time. This section compares KVUE with its popular alternatives on both measures, and on beta (how strongly each has moved with the market), over the past 3 years.

Monthly total returns over the past 3 years, measured against SPY. 100% capture or a beta of 1.00 means moving in line with the S&P 500. Green marks a better figure than KVUE's: more upside, less downside or a higher capture ratio. Sorted by capture ratio.

InvestmentUpside captureDownside captureCapture ratioBeta
KVUE This pageKenvue Inc.21%4%4.930.22
CL Colgate-Palmolive Company40%18%2.280.26
PG The Procter & Gamble Company20%11%1.890.31
UL Unilever PLC44%35%1.270.24
CHD Church & Dwight Co., Inc.30%28%1.100.34
PFE Pfizer Inc.36%54%0.670.06
TGT Target Corporation89%137%0.650.83
ELF e.l.f. Beauty, Inc.111%319%0.353.11
IPAR Inter Parfums, Inc.49%182%0.270.96
EL The Estée Lauder Companies Inc.130%500%0.261.71
NWL Newell Brands Inc.28%151%0.190.78
ENR Energizer Holdings, Inc.23%157%0.150.75
CLX The Clorox Company14%123%0.110.53
HELE Helen of Troy Limited9%526%0.022.84
COTY Coty Inc.-4%401%-0.011.36
USNA USANA Health Sciences, Inc.-78%193%-0.411.00
MCK McKesson Corporation60%-120%—0.08
JNJ Johnson & Johnson70%-38%—-0.03
WMT Walmart Inc.80%-69%—0.29
EPC Edgewell Personal Care Company-50%-133%—-0.34
KMB Kimberly-Clark Corporation-7%-37%—0.20
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What diversifies KVUE?

Correlation measures how closely two investments move together, on a scale from 1 (in lockstep) through 0 (unrelated) to -1 (in opposite directions). This section lists large ETFs and stocks whose returns have had a low correlation with KVUE's. Because such investments tend not to fall at the same time, pairing KVUE with them can reduce a portfolio's overall swings.

Only ETFs with at least $1.0B in assets and stocks worth at least $10B, with a correlation below 0.5 over the past 3 years and a positive return, are included, ranked by Sharpe ratio; funds that hold the same thing are shown once. The year columns are the years in which KVUE lost money. The last two columns show a portfolio that is 80% KVUE and 20% the other investment, rebalanced monthly.

ETFs

InvestmentCorrelation3Y returnSharpe202580/20 mix volatility80/20 mix annual return
KVUE Kenvue Inc. (this page)1.00+18.8%0.34−15.8%32.1%+6.0%
DIVB Dividend & IncomeiShares Core Dividend ETF0.40+109%1.88+15.1%27.0%+11.0%
CLSE Broad MarketConvergence Long/Short Equity ETF-0.07+103%1.79+20.4%25.7%+11.1%
SEIV Broad MarketSEI QiM U.S. Large Cap Value Active ETF0.22+106%1.73+27.4%26.3%+11.1%
INCM Multi-AssetFranklin Income Focus ETF0.46+42.7%1.69+13.1%26.4%+8.1%
VTV Broad MarketVanguard Morningstar Value ETF0.47+77.9%1.66+15.3%26.9%+9.7%
VLUE Broad MarketiShares MSCI USA Value Factor ETF0.15+130%1.66+32.7%26.6%+12.1%
CGDV Dividend & IncomeCapital Group Dividend Value ETF0.30+90.0%1.64+25.5%26.5%+10.4%
FMAR Multi-AssetFT Vest U.S. Equity Buffer ETF - March0.17+50.8%1.64+9.7%26.0%+8.7%

Stocks

InvestmentCorrelation3Y returnSharpe202580/20 mix volatility80/20 mix annual return
KVUE Kenvue Inc. (this page)1.00+18.8%0.34−15.8%32.1%+6.0%
CM Banks - DiversifiedCanadian Imperial Bank of Commerce0.40+254%2.26+49.0%27.9%+15.4%
BNY Investment - Banking & Investment ServicesBank of New York Mellon Corp0.32+257%2.13+54.4%27.1%+15.3%
RY Banks - DiversifiedRoyal Bank of Canada0.38+170%2.08+46.3%27.4%+13.1%
TIGO Telecommunications ServicesMillicom International Cellular S.A.0.23+473%1.88+152%27.5%+19.7%
BNS Banks - DiversifiedThe Bank of Nova Scotia0.42+157%1.86+45.1%27.6%+12.8%
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Common questions

What was KVUE's worst drawdown?

KVUE's deepest decline since it began trading in 2023 was 44.1%, from May 2023 to October 2025. It has not yet climbed back to that peak. Because KVUE launched in May 2023, that record does not include the dot-com bust, the 2008 financial crisis or eight other sell-offs.

What were KVUE's best and worst years?

Over two full calendar years, KVUE's best year was 2024, when it returned 3.1%. Its worst was 2025, with a return of -15.8%.

Is there a better investment than KVUE?

Among KVUE's popular alternatives, WMT, JNJ and MCK earned more than KVUE with less volatility over the past 3 years. WMT returned 33.7% a year at 23.5% volatility, against 5.9% a year at 28.3%. Looking beyond its popular alternatives, COST (discount retail) and NVS (pharmaceuticals) earned more than KVUE with less volatility over the past 3 years. COST returned 24.9% a year at 20.5% volatility, against 5.9% a year at 28.3%.

Is KVUE more volatile than the S&P 500?

Yes. KVUE's volatility over the past 3 years was 28.3%, 1.9 times the S&P 500's 15.2%. Volatility measures how widely returns swing around their average: in roughly two years out of three, KVUE's return lands within 28.3% of its average, either way. The higher it is, the rougher the ride and the harder it is to hold through a slump.

What is KVUE's Sharpe ratio?

KVUE's Sharpe ratio over the past 3 years was 0.34, against 1.39 for the S&P 500, so KVUE earned less for each unit of risk than an index fund did. The Sharpe ratio is the return earned above cash for each unit of volatility: two investments with the same return are not equal if one got there with far bigger swings.

How correlated is KVUE with the S&P 500?

Over the past 3 years, KVUE's monthly returns had a correlation of 0.08 with the S&P 500. Correlation runs from 1 (moving in lockstep) through 0 (unrelated) to −1 (moving in opposite directions). They are close to unrelated, or move in opposite directions, so it can steady a stock portfolio. In the table, the correlation column measures each option against KVUE instead: the lower it is, the more that option would diversify a KVUE holding.

What are the best alternatives to KVUE?

Of the 20 popular alternatives we compared, seven outperformed KVUE in at least 3 of 5 short-term and 1 of 1 long-term timeframes, with dividends reinvested: MCK, JNJ and TGT.

What diversifies KVUE?

These had a low correlation with KVUE over the past 3 years and still earned a positive 3-year return: among large ETFs, DIVB (correlation 0.40), CLSE (correlation -0.07) and SEIV (correlation 0.22); among large stocks, CM (correlation 0.40), BNY (correlation 0.32) and RY (correlation 0.38). A correlation near zero means the two have moved largely independently.

How we measure

More research

Popular alternatives to KVUE

Other stocks and ETFs